Skip to main content

Overview

TextQL’s context editor is your central hub for creating and managing all context documents. It provides a user-friendly interface for writing context, uploading files, and organizing your organization’s knowledge base.
Access the Context Editor: Navigate to the Context page from the left sidebar in your TextQL workspace.

The Context Library

The Context Library is where all your context documents live. It provides a searchable, organized view of all context across your organization.
Context Library Interface

The Context Library showing multiple context documents

Creating a New Context Document

1

Click Add Context

Click the + (plus) button in the Context Library to open the create context dialog.
Create Context Dialog

Create context dialog

2

Give It a Name

Give your context document a descriptive name that clearly indicates its purpose, like “LinkedIn Analytics Warehouse” or “Sales Team Best Practices”.
3

Set the Scope

Choose where this context should apply:Organization Context
  • Applies to everyone in your organization
  • Only one organization context document is allowed
  • If one already exists, this option will be disabled
Roles
  • Select one or more roles that should see this context
  • Users must have the selected role to access this context
Connectors
  • Select one or more data connectors
  • Context applies when users are actively chatting with the selected connector
Role + Connector Combination
  • Select both roles AND connectors
  • Context applies only when a user with the specified role queries the specified connector
  • This is the most targeted form of context scoping
Scoping Strategy: Start broad (organization-level) and add specific context as needed. Learn more in Context Scoping.
4

Write Your Context

Enter your context content in the plain text editor. No special formatting or structure is required — just write naturally. You can also ask Ana to write context for you (see Best Practices below).
5

Attach Datasets (Optional)

Click the + Attach button under “Datasets” to link relevant data files to this context.Attached datasets help Ana understand the structure and content of your data when this context is active.
6

Save Your Context

Click Create Context to save your new context document. It becomes immediately available to users based on your scoping settings.

Uploading Files

The context editor supports uploading any file type. Here are some common examples:

Documents

PDFs, Microsoft Word, markdown, or any text-based documentation.

Slide Decks

PowerPoint presentations, Keynote files, or slide decks saved as PDF.

Data Files

CSVs, Excel spreadsheets, Parquet files, Oracle Primavera P6 exports, and more.

Anything Else

Any other file type your team works with — just upload it.

How to Upload Files

  1. Click the Upload or Attach button in the context editor
  2. Select your file from your computer
  3. Wait for the upload to complete
  4. The file content is automatically processed and incorporated into the context

Editing Existing Context

To edit a context document:
  1. Find the document in the Context Library
  2. Click the Edit icon (pencil) next to the document name
  3. Make your changes in the editor
  4. Click Save to update the context
Remember to Save: After making changes, click Save to apply them. Saved changes apply to all new chats immediately. Existing chats may need to be refreshed.

Ana-Proposed Context Edits

Ana can read and propose changes to your shared context library directly from a chat. Instead of applying edits immediately, Ana uses a review-before-apply workflow so you stay in control of what gets saved.

How it works

1

Ana makes edits in the sandbox

When you ask Ana to update or create a context document, she reads and writes files in a sandboxed copy of your library. Nothing is changed in the shared library yet.
2

Ana generates a diff for review

Ana calls generate_patch to produce a unified diff of all her edits and displays it in the chat as a fenced code block. You can read exactly what will change before anything is applied.
3

You confirm or discard

The system renders a confirmation prompt — Apply these changes? or Discard? — directly in the chat. You do not need to copy anything or navigate away.
  • Apply: the patch is uploaded and applied to the shared library immediately.
  • Discard: the proposed changes are thrown away and the library is unchanged.
Review the diff carefully. Context that is wrong is often worse than no context at all — Ana will confidently apply an incorrect rule to every future conversation. Take a moment to read the proposed changes before confirming.

Triggering a context edit

You can ask Ana to update the context library in natural language:
  • “Add a note to the context library that we always exclude test accounts from revenue calculations.”
  • “Update the Sales Team context to reflect the new quota structure.”
  • “Create a new context document for the Finance team with our fiscal calendar.”
Ana will make the edits, show you the diff, and wait for your confirmation before anything is saved.

Managing Context Documents

Click on any context document in the library to view its full content, scope, attached datasets, and status. From there you can edit, pause, or delete the document. Pausing a context document temporarily disables it without deleting it — useful for testing or temporarily removing context without losing your work.

Best Practices

The most effective way to create context is to have Ana write it for you. After a successful chat where Ana performed an action the way you wanted, ask her to turn those instructions into a context document. We’ve found that Ana follows instructions best when she wrote them herself based on a real, successful interaction.Ana will show you a diff of the proposed changes and ask for your confirmation before saving anything to the shared library.
Each context document should have a clear, single purpose. Don’t try to cram everything into one document.Good: “Sales Team Terminology” Bad: “Everything About Our Company”
Name context documents so anyone in your organization can understand their purpose at a glance.
Context should evolve with your organization. Review and update context documents quarterly or when business processes change.
After creating context, test it by chatting with Ana to ensure she’s interpreting it correctly.

What’s Next?

Context Scoping

Learn how to apply context at different levels and understand scoping rules

GitHub Integration

Manage context documents through version-controlled GitHub repositories